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Leo Wealth LLC’s Simplify Hedged Equity ETF HEQT Stock Holding History

Leo Wealth LLC’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
333,880
+2,374
+0.7% +$76.3K 0.76% 32
2025
Q4 		$10.6M Buy
+331,506
New +$10.5M 0.77% 25
2025
Q3 		– Sell
-151,944
Closed -$4.57M – 335
2025
Q2 		$4.57M Buy
+151,944
New +$4.41M 0.36% 54

Other funds holding HEQT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

Leo Wealth LLC's HEQT Position: Q1 2026 in Review

Leo Wealth LLC increased its Simplify Hedged Equity ETF (HEQT) stake by 0.72% in Q1 2026, buying an estimated $76.3K and bringing the position to 333,880 shares worth $10.5M. The position accounts for 0.76% of the portfolio, ranked #32.

Leo Wealth LLC first reported a position in HEQT in Q2 2025 and has held it in 3 quarters since. The position peaked at $10.6M in Q4 2025. 88 funds tracked by Wall St. Rank hold HEQT as of Q1 2026.

  • Leo Wealth LLC held 333,880 shares of Simplify Hedged Equity ETF worth $10.5M as of Q1 2026.
  • Leo Wealth LLC bought 2,374 Simplify Hedged Equity ETF shares in Q1 2026, an estimated $76.3K.
  • Simplify Hedged Equity ETF made up 0.76% of Leo Wealth LLC's portfolio in Q1 2026, its #32 holding.
  • Leo Wealth LLC first reported a position in Simplify Hedged Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's Simplify Hedged Equity ETF position peaked at $10.6M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.